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After DRAM ETF …. Round Hill Investment released two new ETFS this month (NCLD & LYTE). How likely are you to buy them ?
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Omg $NCLD is up 10% post market
$NCLD just launched (Roundhill's first etf since DRAM) and provides exposure to both
I wonder what NCLD premarket is gonna be tomorrow lol
Roundhill has this shit down they timed DRAM perfectly and now NCLD
Just a thought: if you give credit to either Roundhill's research or insider ability, to launch $DRAM on 4/6/2026, just as that trade exploded.. I'm thinking it might be worth throwing some money at $LYTE and $NCLD that just launched on 8/6/2026, as for whatever reason they believe capital flow in timed to begin flowing in those directions now
It’s actually early for optics and neoclouds. I disagree that Roundhill is late with these ETFs. However I don’t like the weightings in both ETFs. For LYTE, I don’t want China exposure. Their companies are opaque, their market is very volatile, and their photonics technology is 2+ years behind America. Plus, you have geopolitical risk anytime Trump escalates the trade war with China. With NCLD, Nebius is the best in class. CoreWeave is an absolute debt bomb, and some of the other holdings are extremely risky due to debt and/or loony valuations. It’s not a bad idea to own both as I do expect them to outperform QQQ, but if you do your research you’re probably just buying the leaders directly.